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Donovan Thomas Kelly

Independent Financial Group, LLC

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About Donovan Thomas Kelly

Donovan Thomas Kelly is an investment advisor representative with Independent Financial Group, LLC. Donovan has been in the financial services industry since 1995. Donovan is registered with the state of Montana and Texas. Donovan is also a registered investment advisor with the state of Montana. Donovan has passed the Series 6, 7, and 63 exams. Donovan provides financial planning services, portfolio management for individuals and businesses, and pension consulting. Donovan also provides insurance sales outside of Independent Financial Group, LLC.

Firm Information

Donovan Kelly is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donovan Kelly’s Registration & Firm History

MT

01/10/2025 - Present

Independent Financial Group, LLC (BILLINGS MT)

MT

08/14/2009 - 01/10/2012

PACIFIC WEST SECURITIES, INC. (BILLINGS MT)

MT

07/02/1999 - 08/14/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (BILLINGS MT)

AZ

08/19/1996 - 07/01/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

06/29/1995 - 04/26/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donovan Thomas Kelly. Review regulatory record here.
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